# MONTICELLO ASSOCIATES, LLC

MONTICELLO ASSOCIATES, LLC of DENVER, CO is an SEC-registered investment adviser.

## Registration

- CRD: 107392
- Type: SEC-registered investment adviser
- SEC file number: 801-51758
- Location: 1800 LARIMER STREET, SUITE 2100, DENVER, CO, 80202
- Phone: 303-572-6300
- Latest filing: 2026-05-08
- Clients: 58

## Business model

- Compensation: Fixed, Other
- Clients served: Pensions, Charities, Other

## Officers, owners & control persons (47)

_Showing 25 of 47 people._

| Name | Role | Location |
| --- | --- | --- |
| [Karl Henry Heckenberg](https://search.stillhousedata.com/person/25) | MEMBER, BOARD OF DIRECTORS CCM | Chicago, IL |
| [Harrigan Patrick](https://search.stillhousedata.com/person/433211) | MANAGING DIRECTOR | Grand Cayman, E9 |
| [Paul Eric Tramontano](https://search.stillhousedata.com/person/483252) | MEMBER, BOARD OF DIRECTORS CCM | New York, NY |
| [Avy Howard Stein](https://search.stillhousedata.com/person/664395) | MEMBER, BOARD OF DIRECTORS CCM | — |
| [Eric David Becker](https://search.stillhousedata.com/person/664396) | MEMBER, BOARD OF DIRECTORS CCM | — |
| [Mayo A Shattuck](https://search.stillhousedata.com/person/664398) | MEMBER, BOARD OF DIRECTORS CCM | — |
| [John Peter Amboian](https://search.stillhousedata.com/person/664399) | MEMBER, BOARD OF DIRECTORS CCM | — |
| [Brenton Grady Durham](https://search.stillhousedata.com/person/678915) | EXECUTIVE CHAIRMAN; MEMBER, BOARD OF DIRECTORS CCM | — |
| [Teresa Ann Swartz](https://search.stillhousedata.com/person/678945) | VICE PRESIDENT - CHIEF FINANCIAL OFFICER | — |
| [Jennifer Ann Kerr](https://search.stillhousedata.com/person/678946) | CHIEF COMPLIANCE OFFICER | — |
| [Steven Erik Halvorsen](https://search.stillhousedata.com/person/714225) | MANAGING DIRECTOR | — |
| [Kevin Andrew Zimmerman](https://search.stillhousedata.com/person/714226) | MANAGING DIRECTOR | — |
| [Patrick Francis Sullivan](https://search.stillhousedata.com/person/714227) | SENIOR MANAGING DIRECTOR | — |
| [Jeffrey Dean Sletten](https://search.stillhousedata.com/person/714228) | MANAGING DIRECTOR | — |
| [Brian Patrick Harrigan](https://search.stillhousedata.com/person/714229) | MANAGING DIRECTOR | — |
| [Andrew George Terborgh](https://search.stillhousedata.com/person/714230) | SENIOR MANAGING DIRECTOR | — |
| [Amanda Louise Adams](https://search.stillhousedata.com/person/714231) | MANAGING DIRECTOR - DIRECTOR OF RESEARCH | — |
| [Westley Morgan Hays](https://search.stillhousedata.com/person/714232) | MANAGING DIRECTOR | — |
| [William Christopher Doyle](https://search.stillhousedata.com/person/714233) | MANAGING DIRECTOR | — |
| [Joseph Vincent Krawczak](https://search.stillhousedata.com/person/714234) | MANAGING DIRECTOR | — |
| [William C Howard](https://search.stillhousedata.com/person/714235) | MANAGING DIRECTOR | — |
| [John Edward Harvan Iii](https://search.stillhousedata.com/person/714236) | MANAGING DIRECTOR | — |
| [DURHAM BRENTON GRADY](https://search.stillhousedata.com/person/737766) | EXECUTIVE CHAIRMAN; MEMBER; PRESIDENT | — |
| [DURHAM LORI PAYNE](https://search.stillhousedata.com/person/737767) | MEMBER; TREASURER | — |
| [HALVORSEN STEVEN ERIK](https://search.stillhousedata.com/person/737768) | MANAGING DIRECTOR | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/107392/brochure
- Similar advisers: https://search.stillhousedata.com/firm/107392/similar
- Related entities: https://search.stillhousedata.com/firm/107392/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/107392

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.